We’re focused on bringing together experienced advisors who see the value in sharing expertise, resources, and ideas” “For much of my career, I’ve operated as an island of one, serving my clients while also managing every aspect of running a practice,” Seymour said. “Kintra stood out because it had built the kind of community I
Planning for a child’s future can feel like a big task, especially with so many options available. Whether your goal is to help with education, provide a financial head start, or build good money habits, starting early and staying consistent can make a meaningful difference over time. Different accounts and investments can support different goals, from short-term
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Most people understand the basics of good financial behavior. They know that saving matters, that markets fluctuate, and that long-term plans typically work better than emotional reactions. Yet many still find themselves second-guessing decisions, avoiding money conversations, or reacting strongly during uncertain times. This disconnect isn’t about intelligence or discipline. It’s because money decisions are often about more than
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You open your bank statement and notice a string of small charges you barely remember signing up for—a streaming service you signed up for during the pandemic, the meditation app you downloaded during a stressful week, and a digital magazine subscription you haven’t read in months. When you added these on, each charge seemed minor. But over time,
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When life is busy, it’s easy to promise yourself you’ll “start saving later.” The catch is that retirement accounts don’t just grow with what you put in—they grow with time. And time is the one ingredient you can’t make up. Starting earlier, even with small amounts, can make reaching your goals easier and less expensive in
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We feel confident our kids will be taught reading, writing, and basic math in school. But how will they learn to budget, use a credit card, save for a car or a down payment on a home, and stay out of debt? Just as reading and writing are critical skills for a successful future, so
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If you are 50 or older and contributing to a workplace retirement plan, a new rule taking effect in 2026 could impact you if you make catch-up contributions. What’s Changing? Catch-up contributions let older workers save more than the standard IRS limit. To give some context, in 2025: The standard contribution limit is $23,500
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